OVD Insurance · 1 day ago
Account Manager, Commercial Lines
Grand Rapids, MI
Full-time
Hybrid
Mid Level
3+ years expOVD Insurance is one of the fastest-growing independently owned insurance agencies in the country, focusing on strong relationships and a values-driven culture. The Commercial Lines Account Manager is responsible for managing client accounts, ensuring high service standards, and fostering relationships to support client retention and acquisition.
Commercial InsuranceInsurance
No H1B
Hiring Manager
Heidi L.
Responsibilities
Manage accounts on a day-to-day basis, which includes coordinating services, answering questions, and resolving problems that may arise
Determine appropriate client service support for new and existing clients; respond to client and carrier inquiries, maintain & enhance the company’s relationships with existing clients by executing proactive and ongoing contact initiatives
Negotiate pricing and secure the most appropriate carrier coverage based upon client needs for new and renewal business
Nurture and maintain ongoing relationships with carrier product managers
Work closely with OVD’s sales team to understand client and/or prospect needs, submit coverage specifications, and obtain quotes from potential carriers for new and renewal business
Resolve all moderate and complex customer service problems: research and resolve coverage issues, audit issues, billing discrepancies in a timely manner
Maintain accounts/policies in EPIC; review insurance policies and endorsements for accuracy; review contracts and special certificate of insurance requests for compliance and response to insured
Document all correspondence in the Agency Management System
Build and maintain partnership with the producer by keeping them informed of pertinent information regarding accounts and supporting the development of new business
Ensure that the issued policy provides the coverages requested by our insured
Communicate subjectivities and exclusions for new and renewal business, and document coverage differences when comparing various quotes
Use specific industry training to determine the needs of the client, identify cross-selling opportunities, and bridge potential gaps in coverage
Stay current with industry knowledge of developing trends regarding carrier underwriting, appetite, and pricing changes. Apply knowledge to negotiation with carriers to provide the most comprehensive coverage to clients
Initiates renewal process and may conduct renewal presentations with the Producer
Provides guidance/mentorship to less experienced Account Managers and/or Account Coordinators
Any other duties and tasks required by the Company
Qualification
Required
Three (3) or more years of Insurance Account Management experience required
Property & Casualty Insurance License required
Ability to work onsite in a full-time or hybrid capacity (management discretion)
Excellent interpersonal skills. Warm, approachable, savvy, and empathetic. Creating trust is a key function of this role
Knowledgeable in project management principles. Can operationalize key organizational strategies
Ability to conceptualize and think creatively. Open to exploring new ways of approaching work that can improve results, accuracy, and efficiency
Extremely strong oral and written communication skills, including the ability to translate 'technical speak' in a way that end users at all levels can understand
Intermediate to Advanced Excel skills (example – formula application & creation)
High energy work ethic with ability to work independently while maintaining excellent customer relationships
Ability to work collaboratively with others
Ability to work without direct supervision
Preferred
Bachelor's degree preferred
Benefits
Competitive Compensation & Benefits – Strong packages that reflect our commitment to our team.
Ample Growth Opportunities – A clear path for professional development and advancement.
Workplace Flexibility – Enjoy a hybrid workplace schedule to support a healthy work-life balance.
Onsite HealthBar – Free access to an onsite nurse for blood draws, check-ups, flu shots, and more.
Culture that Connects – A supportive team environment, opportunities to volunteer with local nonprofits, and time to connect outside of work.
Company
OVD Insurance
OVD Insurance is a fiercely independent, client-centric brokerage with the tenacity to adapt to your unique needs where others don’t.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
James Doletzky
Chief Financial Officer
Will Collins, CIC
Managing Partner, PA
Company data provided by crunchbase